BRWM

B. Riley Wealth Management Portfolio holdings

AUM $85.5M
1-Year Est. Return 3.47%
This Quarter Est. Return
1 Year Est. Return
+3.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$398M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$35.2M
3
+$18.7M
4
HD icon
Home Depot
HD
+$10M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$9.97M

Top Sells

1
+$2.17M
2
+$1.08M
3
+$955K
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$928K
5
BABA icon
Alibaba
BABA
+$783K

Sector Composition

1 Technology 11.46%
2 Consumer Discretionary 8.27%
3 Healthcare 7.98%
4 Communication Services 5.62%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$517K 0.04%
+19,438
327
$516K 0.04%
8,363
+442
328
$513K 0.04%
1,087
+6
329
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+4,000
330
$511K 0.04%
+2,544
331
$511K 0.04%
17,175
-3,595
332
$506K 0.04%
9,604
-1,136
333
$506K 0.04%
17,776
-2,845
334
$505K 0.04%
+3,227
335
$503K 0.04%
+4,635
336
$499K 0.04%
9,649
-227
337
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+3,039
338
$497K 0.04%
31,200
+5,200
339
$496K 0.04%
+1,226
340
$488K 0.04%
+9,848
341
$488K 0.04%
16,195
-97
342
$488K 0.04%
17,826
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343
$481K 0.04%
17,170
+1,123
344
$480K 0.04%
8,452
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345
$472K 0.04%
34,448
346
$471K 0.04%
+6,256
347
$470K 0.04%
70,677
+46,596
348
$469K 0.04%
+2,397
349
$468K 0.04%
3,373
+607
350
$467K 0.04%
+9,082
12 13
14
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